RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.97M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$271K
2
+$251K
3
+$242K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$222K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$204K

Sector Composition

1 Technology 5.96%
2 Healthcare 4.68%
3 Financials 3.87%
4 Consumer Discretionary 2.79%
5 Communication Services 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.03%
1,226
+6
127
$255K 0.03%
1,448
128
$252K 0.03%
452
+7
129
$249K 0.03%
547
+115
130
$240K 0.03%
4,652
+10
131
$226K 0.03%
1,778
+1
132
$226K 0.03%
+1,477
133
$224K 0.03%
+879
134
$223K 0.03%
4,485
135
$222K 0.03%
1,303
136
$220K 0.03%
+4,206
137
$219K 0.03%
+1,189
138
$214K 0.03%
11,112
139
$213K 0.03%
4,549
+59
140
$211K 0.03%
+9,219
141
$207K 0.02%
+1,571
142
$205K 0.02%
+4,136
143
– –
-2,881
144
– –
-617
145
– –
-1,100
2 3 4 5
6